Sundaram Consumption Fund Direct Plan - Growth Option

Sundaram Consumption Fund Direct Plan - Growth Option

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Equity
Direct
Equity - Consumption
NAV: ₹ 92.52 as on 27-05-2024

About the Fund

Sundaram Consumption Fund Direct Plan - Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ashish Aggarwal, Ratish Varier. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram Consumption Fund Direct Plan - Growth Option has ₹1398 Cr worth of assets under management (AUM) as on Apr 2024 and is less than category average.
  2. The fund has an expense ratio 1.3.
Fund Performance
zero opening, trading, fund transfer fee
257 people have invested ₹ 13.7L in Sundaram Consumption Fund Direct Plan - Growth Option in the last three months

Overview

Expense ratio
Expense ratio
1.32%
Benchmark
Benchmark
S&P BSE 500 India TR INR
AUM
AUM
₹1398 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹100/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
56.77%

Sundaram Consumption Fund Direct Plan - Growth Option Distribution as on (30-Apr-24)

  • Equity 99.2%

  • Debt & Cash 0.8%

Size breakup

Large cap
65.8%
Small cap
18.5%
Mid cap
14.9%
Sector Allocation

Apr'24

Mar'24

Feb'24

Consumer Cyclical
40.8%
Consumer Defensive
35.4%
Communication
11.8%
Basic Materials
3.8%
Health
2.9%
Financial Services
2.5%
Real Estate
2%
Tech
0.9%

Top Holdings of Sundaram Consumption Fund Direct Plan - Growth Option as on (30-Apr-24)

  • Equity

Equity Holdings33

Monthly Changes Updates

All changes are between Feb'24 and Apr'24
Fund Performance
Apr'24
Mar'24
Feb'24
Fund Returns
3.09%
0.90%
0.33%
Nifty 500
2.46%
-0.47%
1.58%
  • This fund’s returns stands at 3.09% whereas the fund’s underlying benchmark Nifty 500 returns stands at 2.46% as on Apr'24
  • This fund outperformed Nifty 500 by 0.63% in Apr'24
AUM Change
Parameters
Apr'24
Mar'24
Feb'24
AUM
₹ 1.4K Cr
₹ 1.4K Cr
₹ 1.4K Cr
  • AUM of the fund stands at 1.4K Cr as of Apr'24
  • AUM increased by 32.9 Cr between Apr'24 and Mar'24
Fund Portfolio Changes

Mutual Fund Insights

Insights icon
Over the last 1 month, this fund has experienced a 2.4% growth in AUM moving from 1.36K Cr to 1.39K Cr.
Insights icon
In the last 1 year, ICICI Prudential Bharat Consumption Fund Direct Cumulative has given 41.39% return, outperforming this fund by 7.81%.
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In the last 5 years, Nippon India Consumption Fund - Direct Plan - Growth Plan has given 24.49% return, outperforming this fund by 8.39% per annum.
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This fund has one of the lowest expense ratio in the category (equity - consumption). Its expense ratio is 1.32% which is lower than the category average expense ratio of 1.47%.
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In the last 3 years, Nippon India Consumption Fund - Direct Plan - Growth Plan has given 26.16% return, outperforming this fund by 6.63% per annum.

INDmoney Rank

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Pros

Beats FD returns for both 3Y & 5Y duration

Cons

5Y returns in the bottom 25% of the category
3Y returns in the bottom 25% of the category

Fund Manager

Ashish Aggarwal
Ashish Aggarwal
Fund Manager of Sundaram Consumption Fund Direct Plan - Growth Option, since 1 January 2022
Ratish Varier
Ratish Varier
Fund Manager of Sundaram Consumption Fund Direct Plan - Growth Option, since 1 January 2022

Sundaram Consumption Fund Direct Plan - Growth Option Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 15.85% since inception which is less than its category average return of 16.62%
Fund Allocations

Fund Allocations

This fund has an allocation of 99.18% in Equity, 0% in Debt and 0.82% in Cash related instruments
AUM size ₹1398 Cr

AUM size ₹1398 Cr

This fund has AUM of ₹1398 Cr which is less than its category average of ₹ 1438 Cr
Expense Ratio 1.32%

Expense Ratio 1.32%

This fund has an expense ratio of 1.32% which is less than its category average expense ratio of 1.51%

Frequently Asked Questions

The current NAV of Sundaram Consumption Fund Direct Plan - Growth Option is ₹92.52 as on 27-May-2024.
Existing (Absolute + CAGR) as on 27-May-2024.
Sundaram Consumption Fund Direct Plan - Growth Option
Absolute Returns
CAGR Returns
1 Month Returns
1.96%
1.96%
6 Month Returns
10.79%
10.79%
1 Year Returns
33.58%
33.58%
3 Years Returns
70.78%
19.53%
5 Years Returns
110.89%
16.09%
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1.32% as on April 2024
₹1398 Cr as on April 2024
Bharti Airtel Ltd(9.35%), ITC Ltd(9.32%), Kalyan Jewellers India Ltd(7.27%), Titan Co Ltd(6.56%), Hindustan Unilever Ltd(6.51%) as on April 2024
Consumer Cyclical(40.46%), Consumer Defensive(35.08%), Communication(11.74%) as on April 2024
The alpha ratio for the Sundaram Consumption Fund Direct Plan - Growth Option for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Sundaram Consumption Fund Direct Plan - Growth Option
9.13
1.99
-1.48
As on April 2024
The alpha for Sundaram Consumption Fund Direct Plan - Growth Option is calculated against S&P BSE 500 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Sundaram Consumption Fund Direct Plan - Growth Option for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Sundaram Consumption Fund Direct Plan - Growth Option
0.59
0.79
1.03
As on April 2024
The Beta for Sundaram Consumption Fund Direct Plan - Growth Option is calculated with S&P BSE 500 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Sundaram Consumption Fund Direct Plan - Growth Option for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Sundaram Consumption Fund Direct Plan - Growth Option
2.97
1.23
0.65
As on April 2024
The sharpe ratio for Sundaram Consumption Fund Direct Plan - Growth Option is calculated with S&P BSE 500 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Sundaram Consumption Fund Direct Plan - Growth Option for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Sundaram Consumption Fund Direct Plan - Growth Option
8.53
11.89
18
As on April 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 2.83 as on April 2024. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Ashish Aggarwal, Ratish Varier are the fund managers of Sundaram Consumption Fund Direct Plan - Growth Option
The Exit load of Sundaram Consumption Fund Direct Plan - Growth Option is 1%